| 1 | Cambridge Investment Research Advisors, Inc. | $100.1M | 1.9M | Added |
| 2 | Mesirow Financial Investment Management, Inc. | $71.7M | 1.3M | Added |
| 3 | Chemistry Wealth Management LLC | $49.0M | 921,681 | Added |
| 4 | Ascension Capital Advisors, Inc. | $36.3M | 682,811 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.2M | 530,243 | Added |
| 6 | ASSETMARK, INC | $24.5M | 461,214 | Trimmed |
| 7 | Parisi Gray Wealth Management | $21.4M | 402,474 | Trimmed |
| 8 | Affiance Financial, LLC | $19.7M | 370,045 | Trimmed |
| 9 | Cross Staff Investments Inc | $15.5M | 290,646 | Trimmed |
| 10 | Miracle Mile Advisors, LLC | $14.8M | 277,535 | Trimmed |
| 11 | Focus Financial Network, Inc. | $12.1M | 226,843 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 219,177 | Trimmed |
| 13 | New England Private Wealth Advisors LLC | $11.3M | 206,210 | Trimmed |
| 14 | EQUITABLE TRUST CO | $11.1M | 208,625 | Added |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $9.5M | 178,950 | Added |
| 16 | Compton Wealth Advisory Group, LLC | $8.3M | 152,654 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 142,949 | Added |
| 18 | Lighthouse Wealth Management Inc. | $7.4M | 139,196 | Trimmed |
| 19 | Mendel Capital Management LLC | $6.9M | 128,936 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $6.0M | 113,233 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $5.6M | 105,954 | Added |
| 22 | Aprio Wealth Management, LLC | $5.3M | 98,846 | Trimmed |
| 23 | Private Advisor Group, LLC | $5.2M | 96,923 | Trimmed |
| 24 | DAVENPORT & Co LLC | $5.1M | 95,292 | Added |
| 25 | Capital Advisors, Ltd. LLC | $4.6M | 86,461 | Trimmed |